What are status actions
- Status actions will Re-open a step that was already completed. This is especially useful when dealing with approve/reject processes where if a specific step is rejected, we can simply re-open some previous tasks in the process and keep working until it’s successfully approved.
In this example, if step 2 is completed, then step 3 will be re-open. Pretty simple right?.
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Actions in Tallyfy allow you to automate tasks such as assignments, deadlines, status changes, and visibility based on specific conditions.
Actions > Visibility actions
Visibility actions in an automation allow showing or hiding a step based on a specified condition, such as ensuring linear completion of process steps.
Actions > Assignment actions
Richard Matthews will be the sole assignee for Step #2 once a specific condition is met.
Templates > Automations
Automations in templates allow processes to automatically make decisions and take actions based on defined key conditions.